News
SpaceX targeting five East Coast Falcon launches in first month of 2022
In a new statement focused on Cape Canaveral’s “exceptionally busy” 2022 schedule, a senior US Space Force (formerly Air Force) official has implied that SpaceX is already targeting five East Coast launches in the first month of the new year.
While the director didn’t specifically state who is launching, they did confirm that “seven total launches” are scheduled out of Cape Canaveral facilities (including NASA’s Kennedy Space Center) in January 2022 – five to “polar” orbits and two to more traditional semi-equatorial inclinations. While most of the “polar” launches referred to are likely not actually polar under the definition of launching satellites that will more or less orbit the Earth’s poles, the phrase still all but guarantees that five of those planned launches are Falcon 9 rockets.
The news cuts both ways, though, as it also strongly implies that SpaceX’s first Falcon Heavy launch in more than two and a half years will have to wait until February 2022 at the earliest.
Of the seven launches the Cape Canaveral Space Force Station (CCSFS) operations director says are targeted for January 2022, public schedules indicate with confidence that two are non-SpaceX. A United Launch Alliance (ULA) Atlas V rocket appears to remain on track to launch the Space Force’s USSF-8 mission – a pair of geostationary surveillance satellites for the US military – no earlier than January 21st. Additionally, while delays are likely, startup Astra revealed plans last month to attempt its first Cape Canaveral ‘Rocket 3’ launch in January 2022.
Beyond those two missions, there is no evidence of other non-SpaceX launches planned this month, which implies that SpaceX is responsible for all five other missions. Delays are obviously possible but SpaceX has already repeatedly demonstrated the ability to complete four East Coast launches in less than a month.
Up first, SpaceX is scheduled to start another potentially record-breaking year of launches with its Starlink 4-5 mission, which is on track to lift off no earlier than (NET) 4:49 pm EST (21:49 UTC) on Thursday, January 6th. NET 10:25 am EST (15:25 UTC), January 13th, another Falcon 9 rocket is scheduled to launch SpaceX’s third dedicated rideshare mission (Transporter-3), sending another batch of several dozen small satellites to orbit. SpaceX’s last confirmed launch of the month is Italy’s CSG-2 Earth observation satellite, which is scheduled to fly on another Falcon 9 rocket as early as late January. Two are headed to actual semi-polar orbits, while Starlink 4-5 is targeting a 53.2-degree orbital inclination – far from polar but still requiring Falcon 9 to launch to the southeast.
That leaves room for two more Starlink launches to hit the USSF’s estimate five “polar” missions – if SpaceX can manage the feat. Based on SpaceX’s record LC-40 and LC-39A turnaround times, beginning launches on January 6th ramps up the difficulty but doesn’t make five launches impossible. Assuming SpaceX can repeatedly turn both LC-40 and LC-39A around in ~10 days, SpaceX could theoretically launch Starlink 4-5 on 1/6 (39A), Transporter-3 on 1/13 (LC-40), Starlink x-x on 1/16 (39A), CSG-2 on 1/23 (LC-40), and Starlink x-x on 1/26. Technically, CSG-2 could launch anytime after Jan 22nd or 23rd and the third hypothetical Starlink mission could also tolerate up to five days of delays before it would slip into February.
Finally, depending on how strong Starlink V1.5 production is, SpaceX’s West Coast Vandenberg facilities could technically support one launch this month. It’s also possible that SpaceX will hold off on internal missions to ensure pad readiness for the US military’s NROL-87 Falcon 9 launch – scheduled NET February 2nd, 2022 as of four months ago.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
